ALFA Finder| Revenue growth | Up 46.7% YoY to ₹1,090cr; robust execution in core engineering. |
|---|---|
| Margins | EBITDA up 55.4%; shifting focus to higher-margin engineering segments. |
| Order book | Robust at ₹1,548cr with a ₹2,200cr bidding pipeline. |
| Demand visibility | Strong visibility from oil, gas, marine, and global EPC projects. |
| Management confidence | Extremely optimistic; targeting 20x revenue growth by 2030. |
Growth
Revenue grew 46.7% to ₹1,090cr; PAT increased 79.7% driven by engineering solutions and improved operating leverage.
Outlook
Guided FY27 revenue of ₹1,600cr (~40% growth) with PAT margins of 10-12% including new defense contributions.
Risks
High dependency on EPC segment volumes and massive debt addition of ₹300-350cr planned for FY27 diversification.
Last quarter's promises, checked
Delivered
- Guided Q3 Revenue ~₹250cr → delivered ₹251cr (= BEAT)
- Guided 9M Revenue ₹744cr → delivered ₹744cr (= BEAT)
- Guided Q3 EBITDA ₹43cr → delivered ₹43cr (= BEAT)
Partly delivered
- Guided Order Book ~₹1500cr → delivered ₹1548cr (= BEAT but pipeline conversion slow)
- Guided PAT Margin 10-12% → delivered 10.4% (= PARTIAL/Lower end)
Earnings Call filed with NSE, NSE: TEMBO. Summary written with AI assistance from the document.
Tembo Global Industries Ltd: key numbers
- Share price
- ₹54.31
- Market cap
- ₹1,051 Cr
- Revenue (annual)
- ₹1,090 Cr
- Net profit (annual)
- ₹91.33 Cr
- P/E (TTM)
- 10.3×Sector 17.1×
- Promoter holding
- 39.04%+1.30% QoQ
- FII holding
- 8.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tembo Global Industries Ltd
All →Tembo Global Industries Board Meeting Date
Tembo Global Industries has intimated a board meeting on 12 November 2026 to consider unaudited standalone and consolidated half-yearly results for September 2026. Trading window is closed from 1 October to 14 November 2026.
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Tembo Global Industries Convertible Warrants
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Tembo Global Industries Preferential Issue
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Tembo Global Industries Capacity Expansion
Tembo Global's subsidiary inaugurated a new defence-products factory unit in Amravati on 22 Oct 2026. No production-start date or capex figure was disclosed.
Tembo Global Industries Other Announcement
Tembo Global Industries Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. This is a standard regulatory disclosure under Regulation 31.